See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,803 | $209,336-76.2% | $197,124-74.7% | $137,256-63.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.80% | 48.09%-30.3pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,826 | $6,591-72.3% | $6,227-70.7% | $4,156-56.1% |
| Participant deferral / active EE | $6,684 | $9,614-30.5% | $9,135-26.8% | $6,407+4.3% |
| Admin fee / account holder | $3,293 | $17,308-81.0% | $16,298-79.8% | $12,270-73.2% |